Laidlaw Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Laidlaw Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-117,957	Closed	-$2.06M	–	356
2023 Q2	$2.06M	Sell	117,957 -49,662	-30%	-$820K	0.4%	61
2023 Q1	$2.7M	Sell	167,619 -546	-0.3%	-$8.59K	0.55%	48
2022 Q4	$2.53M	Sell	168,165 -4,503	-3%	-$68.2K	0.54%	47
2022 Q3	$2.44M	Sell	172,668 -6,945	-4%	-$109K	0.57%	44
2022 Q2	$2.67M	Sell	179,613 -4,764	-3%	-$77.2K	0.55%	51
2022 Q1	$3.31M	Sell	184,377 -23,139	-11%	-$410K	0.55%	42
2021 Q4	$3.94M	Buy	+207,516	New	+$3.83M	0.63%	37
2021 Q1	–	Sell	-256,236	Closed	-$3.88M	–	341
2020 Q4	$3.88M	Buy	256,236 +149,712	+141%	+$2.14M	0.82%	20
2020 Q3	$1.43M	Sell	106,524 -4,248	-4%	-$56.4K	0.64%	51
2020 Q2	$1.37M	Buy	110,772 +10,206	+10%	+$119K	0.71%	49
2020 Q1	$1.03M	Buy	100,566 +5,118	+5%	+$62.2K	0.67%	54
2019 Q4	$1.22M	Buy	+95,448	New	+$1.17M	0.77%	46

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Laidlaw Wealth Management's SCHX Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 117,957 shares — an estimated $2.06M sold.

Laidlaw Wealth Management first reported a position in SCHX in Q4 2019 and held it in 12 quarters. The position peaked at $3.94M in Q4 2021. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

Laidlaw Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 117,957 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $2.06M.
Laidlaw Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 12 quarters.
Laidlaw Wealth Management's Schwab US Large- Cap ETF position peaked at $3.94M in Q4 2021.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.